Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEESE FULMER INVESTMENT MANAGEMENT INC | 04-08-2024 | 03-31-2024 | 225 | 1,062,868,725 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP COM | Stock | 151 | $572,924 | 6,269 | 0.00 | 0.00 | -823 | -11.60 | 03-31-2024 |
| FS BANCORP INC COM | Stock | 152 | $548,071 | 15,790 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MEDTRONIC PLC SHS | Stock | 153 | $532,399 | 6,109 | 0.00 | 0.00 | -1,993 | -24.60 | 03-31-2024 |
| ISHARES RUSSELL 2000 ETF | ETF | 154 | $509,136 | 2,421 | 0.00 | 0.00 | -13 | -0.53 | 03-31-2024 |
